Citrix ShareFile Integrations

  • Create Citrix ShareFile files from Google Drive

    You may have a particular app you like using for files, and your team might use another. Why not just connect them together through Zapier? Now everyone can use the file app of their choice, and still stay on the same page.

    How this Google Drive-Citrix ShareFile integration works

    1. You upload a new file to Google Drive
    2. Zapier sends the file over to Citrix ShareFile

    Apps involved

    • Google Drive
    • Citrix ShareFile
  • Upload new Gmail attachments to Citrix ShareFile

    Want to save your most important project or customer email attachments in your cloud storage app? Zapier can help take of that for you, sending email attachments to your cloud account without you having to worry about that at all!

    How It Works

    1. You receive an email in Gmail with an attachment
    2. Zapier uploads that file to ShareFile

    What You Need

    • Gmail account
    • ShareFile account
  • Upload new Dropbox files to Citrix ShareFile

    Using more than one file storage system can be confusing. Let Zapier watch for new Dropbox files and automatically upload them to your ShareFile account. Save time organizing and archiving your files without having to manually move them.

    How This ShareFile-Dropbox Integration Works

    1. A new file is uploaded or saved to Dropbox
    2. Zapier automatically copies that file to ShareFile

    Apps Involved

    • Dropbox
    • ShareFile
  • Create Citrix ShareFile folders from new Clio matters

    Every new matter you create generates volumes of files. Stay focused on the work at hand by setting up this automation. From then on, Zapier will watch for new Clio matters and automatically add corresponding folders to your ShareFile, keeping your clients and documentation organized effortlessly.

    How It Works

    1. A new matter is created on Clio
    2. Zapier automatically creates a new folder for the client on Sharefile

    What You Need

    • ShareFile account
    • Clio account
  • Create Citrix ShareFile folders from new Quickbooks online customers

    The accounting for new customers is sure to bring about a series of documents, from receipts to contracts and otherwise. Stay organized by having containers created for everyone automatically. Turn on this integration and we'll monitor QuickBooks Online for you, automatically creating a folder on ShareFile for every new client you add so their digital paperwork always has a home.

    How It Works

    1. Create a new customer in QuickBooks Online
    2. Zapier automatically creates a new folder in ShareFile

    What You Need

    • QuickBooks Online account
    • ShareFile account
  • Upload signed documents from RightSignature to Sharefile

    Once everyone signs off on your documents, it's time to get to work, not shuffle paperwork. Leave that to Zapier. Activate this automation, and we'll capture each newly completely RightSignature document, uploading it to the appropriate location on Sharefile while you dig in.

    How this RightSignature-Sharefile integration works

    1. A new document is completed on RightSignature—usually because it's signed by all parties.
    2. Zapier automatically uploads it to Sharefile

    Apps involved

    • RightSignature
    • Sharefile
  • Get notified in Slack when a file is added to a ShareFile folder

    Do your ShareFile folders correspond with Slack channels? With Zapier you can automatically receive notifications in Slack when a new ShareFile file is added: Activate this automation, and we'll do the rest. Collaborate and communicate on files quickly and easily using Zapier automation.

    How This ShareFile-Slack Integration Works

    1. A new file is added to your ShareFile folder
    2. Zapier notifies you in Slack

    Apps Involved

    • ShareFile
    • Slack
  • Copy new files in Citrix ShareFile to Google Drive

    You use one file hosting app, and someone you need to collaborate with uses another. Sound like a nightmare of duplicating work day in and day out? Not with a little help from Zapier! Let an automation do all of the work for you, and collaborate seamlessly without any manual work at all.

    Note: Supported Google Drive formats such as excel, word and powerpoint, can be converted to Google Docs format upon upload.

    How It Works

    1. A new file is uploaded to ShareFile
    2. Zapier copies that file to Google Drive

    What You Need

    • ShareFile account
    • Google Drive account
  • Add new files on Citrix ShareFile to Dropbox

    If you and your team use different file sharing apps, you'll still want them to work together, otherwise everyone might not have exactly what they need. Use Zapier to connect all of your file apps together, and always be on the same page with the rest of your team.

    How this Citrix ShareFile-Dropbox integration works

    1. You upload a new file to Citrix ShareFile
    2. Zapier sends the file to Dropbox

    Apps involved

    • Citrix ShareFile
    • Dropbox
  • Upload new Office 365 emails to Citrix ShareFile

    Wish you could save your most important project or customer emails with the rest of your files? Zapier can take care of that for you, and give you an easy way to organize and archive your emails without having to manually move them.

    Note: This automation creates a plain text file of the email itself, it does not upload any email attachments to ShareFile.

    How It Works

    1. A new email arrives to your Office 365 inbox or folder
    2. Zapier uploads that email to ShareFile

    What You Need

    • Office 365 account
    • ShareFile account
  • Create Citrix ShareFile folders from new Salesforce leads

    You've captured a new lead in your CRM, which is great! Keep all of your other apps aligned with that new opportunity through the help of Zapier. Automate the creation of items such as new folders in your cloud storage system, and keep all new opportunities streamlined and organized.

    How It Works

    1. A new Salesforce lead is created
    2. Zapier creates a folder in ShareFile

    What You Need

    • Salesforce account
    • ShareFile account
  • Upload new Citrix ShareFile files to OneDrive

    Tired of manually moving files from one cloud storage to another? Once this automation is active, Zapier will watch for new ShareFile files and automatically upload them to your OneDrive account. Save time organizing and archiving your files without having to manually move them.

    How It Works

    1. A new file is uploaded or saved to ShareFile
    2. Zapier automatically copies that file to OneDrive

    What You Need

    • ShareFile account
    • OneDrive account
  • Create Citrix ShareFile folders from Clio matters

    One of the biggest hassles when it comes to landing a new client is getting their information set up across all of the different apps you use. Think of how much time you spend doing that, wish you had a way to automate some of that out of your life? Now you can with Zapier!

    How It Works

    1. You have a new matter in Clio
    2. Zapier creates a new folder in Citrix ShareFile

    What You Need

    • Clio account
    • Citrix ShareFile account
  • Upload new OneDrive files to Citrix ShareFile

    If you use one file sharing app, and someone you are collaborating with uses another, you know how tedious it can be to exchange files back and forth. Zapier can help you there, connecting the two together for seamless file transfers. The days of stressing about who has what and where are over!

    How It Works

    1. A new file is uploaded to OneDrive
    2. Zapier automatically copies that file to ShareFile

    What You Need

    • OneDrive account
    • ShareFile account
  • Add files to ShareFile by sending a new email

    Archiving email attachments and saving files from email to ShareFile just got easier with Zapier. Once this integration is active, you can cc a custom Zapier email address to have all attachments added to ShareFile automatically, every time. Save time searching and organizing files by having them exactly where you need them, in ShareFile.

    How It Works

    1. Send an email with attachments to your Zapier email address
    2. Zapier automatically adds those files to ShareFile

    What You Need

    • Zapier email account
    • ShareFile account
  • Create Citrix ShareFile client users from QuickBooks customers

    Your accounting software most like has very valuable customer data in it, information that would be useful in other apps you use. But why duplicate effort across apps? Let Zapier help you connect everything together, and eliminate the need for the manual work!

    How It Works

    1. A new customer is added to QuickBooks Online
    2. Zapier creates a new client user in ShareFile

    What You Need

    • QuickBooks Online account
    • ShareFile account
  • Save Office 365 contacts as Citrix ShareFile client users

    Your time is valuable, and spending it to duplicate effort across different apps you use can waste plenty of it. Let Zapier help you save new Office 365 contacts to ShareFile as new client users, giving you an easy way to add your important client contacts to ShareFile while eliminating duplicate work or possible errors.

    How It Works

    1. A new contact is created in Office 365
    2. Zapier adds that contact to ShareFile as a new client user

    What You Need

    • Office 365 account
    • ShareFile account
  • Save new Clio contacts to Citrix ShareFile as new client users

    Rather than copy them over yourself, let automation move contacts between your apps. With this integration, Zapier will watch for new Clio contacts and automatically create new client users your ShareFile account for each new name we detect. It's an easy way to add your important client contacts to ShareFile while eliminating duplicate work or possible errors, and only takes a few minutes to set up.

    How It Works

    1. A new contact is created in Clio
    2. Zapier automatically adds that contact to ShareFile as a new client user

    What You Need

    • Clio account
    • ShareFile account
  • Create new Clio tasks from new ShareFile files

    Looking for a better way to organize your files and share tasks with matter collaborators? Set up this automation, and whenever a new file is uploaded on ShareFile, Zapier will automatically create a task on Clio for you or anyone else to review it when ready.

    How It Works

    1. A new file is uploaded to ShareFile
    2. Zapier automatically creates a task in Clio

    What You Need

    • ShareFile account
    • Clio account
  • Send new Citrix ShareFile clients RightSignature templates for signature

    Need to have new clients sign an NDA or other documents before accessing information? Send a RightSignature template for signature when you add a new Citrix ShareFile client using Zapier’s integration with RightSignature and ShareFile. Save time as Zapier watches for new ShareFile clients and automatically sends them a RightSignature template for signature.

    How this Citrix Sharefile-RightSignature integration works

    1. Add a new client to ShareFile
    2. Zapier automatically sends the client a RightSignature template to sign

    Apps involved

    • ShareFile
    • RightSignature
  • Add new ShareFile uploads to a folder in Image Relay

    Whether part of the company uses ShareFile, or you are migrating to Image Relay, you need an easy way to save all your digital assets centrally for re-use later. This Zapier integration will do that. Set up this integration, and every new file uploaded to ShareFile will automatically be added to Image Relay as well.

    How this ShareFile-Image Relay integration works

    1. A file is uploaded to a designated folder in ShareFile
    2. The new file image is imported to a designated folder in Image Relay

    Apps involved

    • ShareFile
    • Image Relay
  • Print new files from a ShareFile folder with Google Cloud Print

    Working away from the office or tend to forget printouts for meetings? Set up this Zapier automation to get covered: Save a new file to a ShareFile folder and Zapier will automatically print the file out using Google Cloud Print. Never forget an important document again.

    How This ShareFile-Google Cloud Print Integration Works

    1. A new file is added to a ShareFile folder
    2. Zapier prints the file through Google Cloud Print

    Apps Involved

    • ShareFile
    • Google Cloud Print
  • Receive an email from Gmail when new files are added to ShareFile

    Get custom email notifications for new files, and you'll never miss a single one. After you set up this automation, Zapier will watch for new files on ShareFile and send out an email using Gmail when one is detected. Customize the email to stay notified or alert the right parties of the documents and information they need.

    How This ShareFile-Gmail Integration Works

    1. A new file is created in ShareFile
    2. Zapier automatically sends an email with the download link from Gmail

    Apps Involved

    • ShareFile
    • Gmail
  • Copy new ShareFile files in a folder to another ShareFile folder or account

    Have access to more than one ShareFile account? Or a need your files in multiple locations? Use Zapier’s automation with ShareFile to seamlessly copy files to the folders and accounts you need them in. Zapier’s integration takes away the manual labor of copying and moving files, freeing up time to get more work done.

    How This ShareFile Integration Works

    1. A new file is added to a ShareFile folder
    2. Zapier copies that file to another ShareFile folder or account

    Apps Involved

    • ShareFile
  • Create Citrix ShareFile folders from new Freshbooks clients

    All your new clients are going to need a place to store contracts and other files, but that doesn't mean you have to put them together yourself. Activate this integration and Zapier will create new folders on ShareFile whenever a new client is added on Freshbooks. It's an easy way to organize your clients without having to manually do so.

    How This ShareFile-Freshbooks Integration Works

    1. Create a client in Freshbooks
    2. Zapier automatically creates a new folder in ShareFile

    Apps Involved

    • Freshbooks
    • ShareFile

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Citrix ShareFile Integration Details

Launched on Zapier March 25, 2014

Zapier combines Triggers (like "New File") and Actions (like "Create Folder") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Citrix ShareFile Triggers, Searches, and Actions are supported by Zapier:

Create Folder

Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.

Create Client User

Creates a ShareFile user with the given information.

Upload File

Allows user to upload a file to the selected folder.

Add Note

Adds a note in the chosen folder.

Add URL

Adds a URL in the chosen folder.

New File

Triggers when a new file is added to the chosen folder.

New Client

Triggers when a new client is created.

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Citrix ShareFile is an enterprise "follow-me" data solution that makes it easy for users to store, sync and share data securely from any device, anywhere!